COVID-19 News
COVID-19 Webcasts

Featured Jobs

Senior Retirement Plan Administrator

Goldberg, Swedelson & Associates
(Telecommute / Encino CA)

Goldberg, Swedelson & Associates logo

Client Service Manager

July Business Services
(Telecommute / Waco TX)

July Business Services logo

Defined Contribution Administrator

(Telecommute / Clovis CA / Las Vegas NV)


Trust Funds Accountant

RFK Medical Plan/JDLC Pension Plan
(Keene CA)

Manager, Defined Contributions Administration

(Telecommute / The Woodlands TX / University Place WA / Dallas TX / Erie PA / Canonsburg PA / West Palm Beach FL)

Defined Benefits Combo Cash Balance Consultant

Loren D. Stark Company (LDSCO)

Loren D. Stark Company (LDSCO) logo

Director, Retirement Benefits

Wespath Benefits and Investments
(Telecommute / Glenview IL)

Wespath Benefits and Investments logo

5500 Specialist

401K Generation
(Altamonte Springs FL)

401K Generation logo

Defined Contribution Plan Administrator

401k America
(Telecommute / Chino CA)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date

Loans & Distribution Specialist

AimPoint Pension

in Telecommute / Pompano Beach FL

Logo for AimPoint Pension

About AimPoint Pension

AimPoint Pension is a retirement plan consulting firm with a single-minded goal: deliver a better client experience through a high-touch, tailored approach to customer service. Aimpoint Pension is a fast paced, employee empowered organization with the goal of becoming the best TPA in the industry.  We strive to support our plan sponsor, advisor and CPA clients in every aspect of running the sponsors retirement plan. We’re a team of more than 25 experts serving more than 900 retirement plans in 32 states with assets exceeding $1 billion. We’re helping tens of thousands of Americans on their path to a financially secure retirement 

We are expanding our Loans & Distributions side of the business and are currently seeking a dynamic, knowledgeable person to grow with our group.  You will work from your home office with the support of AimPoint Pension.


  • Applying knowledge of ERISA distribution rules in determining eligibility and availability
  • Preparation of distribution and loan packages from start to finish, including vesting verifications
  • Preparation of Minimum Required Distributions packages at year end
  • Assisting participants, clients, and/or financial advisors with distribution and loan issues/inquiries
  • Answer phone calls and assist clients and advisors as needed.
  • Willing to work extended hours to meet pre-determined goals and deadlines as needed
  • Updates account managers, management, and plan sponsors as necessary on requests and progress
  • Establishes solid working relationship with all vendors and plan sponsors to ensure open and accurate communication
  • Help with training of new distribution specialists
  • Perform other duties as needed by team members


  • 2+ years of Distribution processing experience
  • Ability to work independently with management review and support
  • High degree of organization and attention to detail
  • Excellent time management and ability to work quickly
  • Ability to communicate effectively with clients, participants and record-keepers
  • Skill to use a personal computer and proficiency in MS Excel and MS Word
  • Ability to establish priorities, work independently, and proceed with objectives without supervision
  • Ability to handle and resolve recurring problems
  • Flexibility, adaptability and ability to multi-task


We offer competitive salaries with incentives and bonus.   Our comprehensive benefits package including medical, dental, life, Paid Time Off, and 401(k) with a company match, paid-holidays, and education reimbursement. 

How to Apply

Send resume to :

Include salary requirements.   References will be asked for of top candidates.  All candidates subject to background checks.

View All Jobs, Sorted by Date

Manage This Listing (employer only)

© 2020, Inc.